SITTNER & NELSON, LLC
EUGENE OR · SEC CIK 0001846138
$3.18亿2026Q2 申报市值
614持仓数
37.5%前十大占比 · 第一大 14.0%
81 / 36新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TMSL 加仓+$651.88万
PYLD 加仓+$132.53万
CGCP 加仓+$128.93万
CGCB 加仓+$121.18万
CGUS 加仓+$118.99万
2026Q2 卖出最多 按季末市值估算
SMMU 减仓-$118.00万
MINT 减仓-$74.27万
MU 减仓-$42.48万
COST 减仓-$34.52万
GOOGL 减仓-$26.34万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | $1.63万 | 0.01% | 276 | 276 | — | $1.63万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $1.62万 | 0.01% | 612 | 612 | — | $1.62万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $1.59万 | 0.01% | 598 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1.59万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $1.56万 | 0.00% | 109 | -100 | -47.8% | -$1.43万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1.55万 | 0.00% | 168 | -10 | -5.6% | -$923 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $1.54万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $1.52万 | 0.00% | 80 | 3 | 3.9% | $571 | 加仓 |
| PNR | PENTAIR PLC | $1.50万 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCH TRD ALPHDX FD | $1.47万 | 0.00% | 540 | 540 | — | $1.47万 | 新建仓 |
| FHB | FIRST HAWAIIAN INC | $1.47万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $1.44万 | 0.00% | 48 | 48 | — | $1.44万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.43万 | 0.00% | 239 | 239 | — | $1.43万 | 新建仓 |
| BAX | BAXTER INTL INC | $1.43万 | 0.00% | 669 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $1.40万 | 0.00% | 75 | 75 | — | $1.40万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.38万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $1.37万 | 0.00% | 61 | -88 | -59.1% | -$1.97万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1.33万 | 0.00% | 61 | 53 | 662.5% | $1.16万 | 加仓 |
| INFQ | INFLEQTION INC | $1.33万 | 0.00% | 1,000 | 1,000 | — | $1.33万 | 新建仓 |
| PEN | PENUMBRA INC | $1.33万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $1.31万 | 0.00% | 132 | 7 | 5.6% | $695 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.30万 | 0.00% | 17 | -75 | -81.5% | -$5.72万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $1.29万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $1.27万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $1.25万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| DIVN | HORIZON FDS | $1.25万 | 0.00% | 425 | 425 | — | $1.25万 | 新建仓 |
| USIG | ISHARES TR | $1.23万 | 0.00% | 240 | 240 | — | $1.23万 | 新建仓 |
| HOG | HARLEY DAVIDSON INC | $1.22万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1.17万 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $1.16万 | 0.00% | 665 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $1.15万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $1.14万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $1.13万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $1.13万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| MLKN | MILLERKNOLL INC | $1.13万 | 0.00% | 551 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $1.12万 | 0.00% | 150 | -15 | -9.1% | -$1,118 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $1.12万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| — | HORIZON FDS | $1.12万 | 0.00% | 366 | 366 | — | $1.12万 | 新建仓 |
| IJS | ISHARES TR | $1.11万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $1.09万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.02万 | 0.00% | 200 | 200 | — | $1.02万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1.02万 | 0.00% | 185 | 185 | — | $1.02万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $1.01万 | 0.00% | 279 | 235 | 534.1% | $8,491 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $9,819 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $9,810 | 0.00% | 137 | 19 | 16.1% | $1,361 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $9,800 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $9,633 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $9,616 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $9,512 | 0.00% | 142 | 9 | 6.8% | $603 | 加仓 |
| IXC | ISHARES TR | $9,483 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $9,441 | 0.00% | 32 | 2 | 6.7% | $590 | 加仓 |
| F | FORD MTR CO | $9,425 | 0.00% | 678 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $9,362 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE | $9,305 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BKDV | BNY MELLON ETF TRUST II | $8,909 | 0.00% | 266 | 266 | — | $8,909 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $8,777 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $8,755 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $8,462 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $8,014 | 0.00% | 52 | 52 | — | $8,014 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $7,922 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $7,799 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $7,616 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $7,330 | 0.00% | 25 | 12 | 92.3% | $3,518 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $7,187 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| — | REX ETF TR | $7,139 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $7,021 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $6,801 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $6,632 | 0.00% | 317 | 317 | — | $6,632 | 新建仓 |
| NTAP | NETAPP INC | $6,500 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $6,437 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $6,431 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $6,397 | 0.00% | 25 | -1 | -3.8% | -$256 | 减仓 |
| HLN | HALEON PLC | $6,354 | 0.00% | 681 | -100 | -12.8% | -$933 | 减仓 |
| VBR | VANGUARD INDEX FDS | $6,318 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $6,286 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $6,243 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $6,221 | 0.00% | 23 | 8 | 53.3% | $2,164 | 加仓 |
| — | HORIZON FDS | $6,106 | 0.00% | 199 | 199 | — | $6,106 | 新建仓 |
| SHYG | ISHARES TR | $6,065 | 0.00% | 143 | 143 | — | $6,065 | 新建仓 |
| GLDM | WORLD GOLD TR | $5,798 | 0.00% | 73 | 73 | — | $5,798 | 新建仓 |
| YNOT | HORIZON FDS | $5,765 | 0.00% | 174 | 174 | — | $5,765 | 新建仓 |
| VGNT | VERSIGENT PLC | $5,756 | 0.00% | 137 | 137 | — | $5,756 | 新建仓 |
| SPGI | S&P GLOBAL INC | $5,702 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $5,640 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $5,506 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $5,290 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $5,134 | 0.00% | 106 | 106 | — | $5,134 | 新建仓 |
| SLB | SLB LIMITED | $5,068 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $4,943 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $4,940 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $4,822 | 0.00% | 33 | 33 | — | $4,822 | 新建仓 |
| UBS | UBS GROUP AG | $4,808 | 0.00% | 97 | 97 | — | $4,808 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $4,783 | 0.00% | 31 | 31 | — | $4,783 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $4,764 | 0.00% | 300 | 300 | — | $4,764 | 新建仓 |
| RYN | RAYONIER INC | $4,682 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| SLI | STANDARD LITHIUM CORP | $4,483 | 0.00% | 1,630 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $4,430 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $4,396 | 0.00% | 98 | 98 | — | $4,396 | 新建仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $4,395 | 0.00% | 673 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $4,374 | 0.00% | 218 | 118 | 118.0% | $2,368 | 加仓 |